Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,467 | $56,544-76.2% | $75,501-82.2% | $70,124-80.8% |
| Participation rate | 46.9% | 68.1%-21.2pp | 72.4%-25.4pp | 69.5%-22.6pp |
| Annual return | 28.13% | 23.59%+4.5pp | 27.35%+0.8pp | 73.14%-45.0pp |
| Employer contribution / active EE | $648 | $1,817-64.4% | $2,352-72.5% | $2,342-72.4% |
| Participant deferral / active EE | $1,131 | $2,580-56.2% | $3,142-64.0% | $3,332-66.1% |
| Admin fee / account holder | $689 | $3,827-82.0% | $5,801-88.1% | $4,645-85.2% |